Filed August 25, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $75,000 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $15,442 |
MORNINGSTAR8 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,390 | $98,727+121.2% | $113,168+93.0% | $85,563+155.2% |
| Participation rate | 86.3% | 80.8%+5.5pp | 76.6%+9.7pp | 66.0%+20.3pp |
| Annual return | 18.59% | 17.43%+1.2pp | 24.27%-5.7pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,454 | $2,907-15.6% | $2,975-17.5% | $2,654-7.5% |
| Participant deferral / active EE | $10,101 | $5,424+86.2% | $5,107+97.8% | $4,375+130.9% |
| Admin fee / account holder | $452 | $357+26.8% | $12,068-96.3% | $834-45.8% |